Page 82 - Unanet AE: Administering the System

Activity 9.4 – Use the Analytic Dashboard Designer Tool
In this activity, you will use the Analytic Dashboard Designer to create and
customize an Analytic Dashboard.

Activity Steps

Part 1: Create an Analytic Dashboard
1. Navigate to Utilities > Analytic Dashboard Designer. The Analytic Dashboard
Designer applet opens. Note: Select the Auto Hide icon at the bottom of the
Navigation pane to increase your Workspace.
2. Select the New button on the toolbar. The Add Model? window opens.
3. Select the Yes button. The Choose a Model window opens.
4. Select Employee Stats by Month CVS.
5. Select the Open button.
6. Select the Reload Data icon below the query.

Part 2: Add a Chart
1. Select the Chart button.
2. Drag the Hours field to the Values pane.
3. Drag Transaction_Date (Year) to the Arguments pane.
4. Select Month from the Transaction_Date drop-down list in the Arguments
section.
5. Drag Project_Charge_Type to the Series pane.
6. Select Series (graph) icon on the Values pane next to the Hours field. The
Series Options window opens.
7. Select Stacked Bar.
8. Select the OK button.

Part 3: Add a Grid
1. Select the Grid button.
2. Drag Project_Path_Level_1 to the first Columns pane.
3. Drag Project_Long_Name_Level_1 to the second Columns pane.
4. Drag Hours to the third Columns pane.
5. Select the Hours drop-down arrow.
6. Select Format from the menu. The Numeric Format window opens.
7. Select Number in the Format type field.
8. Select the OK button.
9. Drag Hours to the fourth Columns pane.
10. Select the Hours drop-down arrow.
11. Select Calculation > Percent of Total from the menu.
12. Drag Project_Charge_Type to the Measures pane.
13. Select the Project_Path_Level_1 drop-down arrow.
14. Select Top N from the menu. The Top N Values window opens.

Lesson 9: Creating and Managing Analytic Dashboards ©2022 Unanet. All rights reserved. 82